How can I create a new account?

From the accounts overview page, click New Account to create a new customer account. You will be asked to provide the following details:

 

ACCOUNT CODE

Uniquely identifies your customers in Recurly. No two customers can share the same account code. Merchants typically align account codes with the same identifiers they use to track users in their own system. Using the customer's email address as their account code is another popular convention among Recurly merchants. Once set, the account code cannot be modified. Account codes cannot start with a period ( . ), slash ( / ), hyphen (-), or semicolon ( ; ) and cannot have a second character that is a slash ( / ) or semicolon ( ; ).

 

USERNAME

A secondary identifier that can be searched against on the dashboard. Usernames cannot start with a period ( . ), slash ( / ), hyphen (-), or semicolon ( ; ) and cannot have a second character that is a slash ( / ) or semicolon ( ; ).

 

EMAIL

Your customer's email address. When provided, all Recurly communication is sent to this address. The customer will also use this email address to log into your hosted account management pages. This value does not need to be unique.

 

CC EMAILS

Additional email address that should receive account correspondence. These should be separated only by commas and should be formed as name@domain.com only. These CC emails will receive all emails that the "Email" field also receives.

 

FIRST NAME

Customer's first name

 

LAST NAME

Your customer's last name

 

COMPANY

Your customer's company name (if applicable)

 

VAT NUMBER (IF APPLICABLE)

VAT information

 

PHONE NUMBER

Your customer's Phone number

 

ADDRESS

The account address is used in manual invoices and must contain at least a postal code and country for taxes to be calculated on any of the account's purchases.